See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,582 | $102,317+24.7% | $146,958-13.2% | $80,856+57.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.29% | 134.76%-115.5pp | 418.34%-399.1pp | 35.59%-16.3pp |
| Employer contribution / active EE | $4,461 | $3,713+20.1% | $4,933-9.6% | $2,755+61.9% |
| Participant deferral / active EE | $14,190 | $6,644+113.6% | $8,070+75.8% | $4,296+230.3% |
| Admin fee / account holder | $2,093 | $7,941-73.6% | $12,998-83.9% | $6,918-69.7% |